I
IberiaBank Portfolio holdings
AUM
$849M
1-Year Est. Return
10.44%
1 Year Est. Return
+10.44%
AUM
$849M
AUM Growth
+$89.6M
(+12%)
Holding
228
Top Buys
| 1 | +$7.03M | |
| 2 | +$5.83M | |
| 3 | +$5.83M | |
| 4 |
Comcast
CMCSA
|
+$5.33M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.4M |
Top Sells
| 1 | +$9.33M | |
| 2 | +$6.8M | |
| 3 | +$5.03M | |
| 4 |
Interpublic Group of Companies
IPG
|
+$4.08M |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$3.69M |
Sector Composition
| 1 | Technology | 14.22% |
| 2 | Healthcare | 9.25% |
| 3 | Financials | 7% |
| 4 | Industrials | 6.82% |
| 5 | Communication Services | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Verisk Analytics
VRSK
$32.6B
| – | – |
-1,555
|
|
||
227
Wells Fargo
WFC
$274B
| – | – |
-8,050
|
|
||
|
GSP
228
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
| – | – |
-38,573
|
|